| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
The former name of Copper CRM, a Google Workspace-native CRM that was rebranded in 2018 to better reflect its focus. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($23-$99/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Google Workspace integration
- Pipeline management
- Email tracking
- Automation
- Reporting
- Contact enrichment
- Mobile app
- Task management
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Deep Google integration
- Easy adoption
- Clean UI
- Automatic data entry
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Rebranded as Copper
- Google-dependent
- Limited features outside Google
- Higher pricing
|
